Creating Automated Follow-Up Messages for Evaluated Event Attendees

Employers can set up automated messages to follow up with attendees who were evaluated during or after an event, helping streamline communication based on evaluation outcomes.

This feature is available to Premium partners with the Handshake Events module. For more information, please check out this resource.

Create an automated message

1. Click Events from the left navigation bar, then select the event where you want to create an automated message. 

2. On the event page, click the Communications tab, then click the black button Create message in the upper-right corner. 

Note: Automated messages can only be sent to attendees who have received an evaluation. Attendees without an evaluation will not receive the message.

Follow up with your attendees

On the message setup page, complete the following fields:

• Who do you want to send this message to? (select one or more evaluation statuses)
  • Select attendees based on their evaluation outcome:
    • All evaluated as a...
      • Includes all evaluated attendees, regardless of specific rating.
    • Strong yes
    • Yes
    • No
    • Strong no

• Time trigger
  • Choose when the message should be sent:
    • When event ends — Sends immediately after the event concludes.
    • A day after event — Sends 24 hours after the event ends.

• Enter message
  • Write a tailored message relevant to the selected evaluation group.
  • Tip: Use this space to thank attendees, provide next steps, or invite them to future events or interview.
  • You can customize your message and include:
    • Attachments
      • Learn how to Attach a job to the message.
    • Formatting options
    • Links

When you're ready, click the button Create to schedule your message. Once created, Handshake will automatically send your message based on the selected evaluation group and timing.

Attach a job to the message 

1. To attach a job to your message, click the Handshake icon in the lower-left corner of the message composer.

2. In the pop-up modal, click the search field and either type the job title or scroll through the list to find the job.

3. Once you find the job, click to select it, then click the button Attach. 

Preview or edit your message 

In the Event communications table, click the ellipsis icon next to the message you want to preview or edit, then select Preview or Edit.

On the message setup page: 

• To preview your message, review the content shown on the screen.
  • To return without making changes, click Close.
• To update the message, click Edit message.
  • After editing the message, click Update.

Delete your message 

1. In the Event communications table, click the ellipsis icon next to the message you want to delete then select Delete from the dropdown. 

2. In the pop-up modal, confirm that you want to delete the message, then click the button Delete message. 

3. The message will be deleted, and the page will refresh automatically.